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API v1.0.0
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User Guide
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Developer Guide
API v1.0.0
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Getting Started with HYEGRO API
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Product Details and Manage Records
Developer Guide
HYEGRO Developer Docs
HYEGRO CRM API v1.0
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Leads
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Read Lead By Id
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Patch Account
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Read Contacts By Account Id
Products & Inventory
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Orders
Create Order
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Create Order Item
Read Order
Update Order
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Patch Order
Update Order Item
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Read Orders By Deal
Patch Order Item
Read Orders By Account
Invoices
Read Invoices
Create Invoice
Read Invoice By Id
Update Invoice
Create Invoice Item
Get Invoice Items
Update Invoice Item
Delete Invoice Item
Read Invoices By Order Id
Check Invoice By Number
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Case Comments
Read Cases By Account
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Create Comment
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Read Case
Update Case
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Patch Case
Get Cases By Account
Activities & Tasks
Create Activity
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Read Activity
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Search
Search Records
METADATA API
Custom Fields
Get Custom Field By Id
Get Custom Fields
Update Custom Field
Files & Attachments
Create Attachment
Read Attachments
Create Attachment
Delete Attachment
Read Attachment By Id
Home
User Guide
Developer Guide
Developer Guide
API v1.0.0
Home
User Guide
Developer Guide
Developer Guide
API v1.0.0
Leads
Copy Page
View Lead Details
View Lead Details Using Hyegro Platform
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Click here to watch
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This demo showcases how to view detailed information about leads within the Hyegro platform
Go to
your-company-instance.hyegro.com
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1. Introduction
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You will see how to access individual lead profiles and explore their associated data efficiently.
2. Select Lead Profile
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Click the lead's name to open their detailed profile and review their information.
3. Access Leads Table View
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Click the leads table view to see a comprehensive list of all leads and their key details.
4. Open Specific Lead Entry
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Click the specific lead entry to examine detailed data and insights related to that lead.
This demo demonstrated how to navigate the Hyegro platform to view and explore detailed lead information, helping you manage your leads effectively.
Modified atÂ
2026-01-26 12:10:25
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